What's New In Zoho Marketing Automation 2.0

13.06.24 01:08 PM By Bill

Overview of Zoho Marketing Automation 2.0 (ZMA 2.0)

Enhanced Contact Management

  • 360-Degree View of Contacts: Get a complete understanding of each contact's interactions and engagements across multiple channels, including their lists, segments, subscribed channels, and preferences.
  • Contact Timeline: Track each contact's journey from an anonymous visitor to an engaged lead, capturing every interaction.
  • Contacts Dashboard: Access a comprehensive summary of contacts, stages, and sources in one place.
  • Expanded Computed Fields: With 264 action fields capturing customer engagement across various channels, filtering records based on multiple criteria is more effective.
  • Seamless Contact Data Integration: Zoho have optimised integrations for seamless data flow between ZMA and other Zoho applications, as well as third-party applications. Users can easily move contact data across applications using Zoho's APIs and webhooks functionality.

Improved Topic Management

Zoho have overhauled topic management to eliminate past inconsistencies. Now, contacts are managed at the organisational level, ensuring preference changes apply universally across all communications. This enhances preference management, improves communication consistency, and boosts email deliverability.

Lead Qualification

  • Lead Stages: Manage leads through distinct stages and automatically progress them using criteria in Journeys.
  • Custom Scoring: Classify contacts as cold, warm, or hot based on engagement levels. Assign scores according to interactions, deduct points for inactivity, and customise scoring within Journeys to prioritise leads with higher conversion potential.

Improved Segmentation

  • Enhanced Organisational-Level Management: Simplifies segmentation by managing contacts at the organisational level.
  • Diverse Segmentation Options: Categorise contacts with static lists, dynamic segments, or tags.
  • Targeted Audience Engagement: New segmentation options enable precise targeting across email, SMS, WhatsApp, or Journeys.
  • Increased Criteria: Create up to 10 criteria per segment and multiple groups using these criteria for greater flexibility.

Enhanced Lead Generation

Zoho have integrated powerful features from their marketing applications directly into ZMA 2.0, ensuring a seamless customer experience across all Zoho apps.

  • Introducing Zoho Landing Pages: Create engaging landing pages with built-in sign-up forms to capture leads. These can be created on your own custom domain, ensuring brand alignment and SEO configuration.
  • Sign-Up Forms: Choose between ZMA 2.0 forms or integrate with Zoho Forms. Embed these forms on websites and landing pages to gather lead information efficiently.
  • Pop-Ups: Utilise advanced targeting options powered by Zoho Pagesense for effective engagement pop-ups on high-traffic pages. Customise templates, audience, and triggers to drive actions like newsletter subscriptions and event registrations.

Enhanced Engagement Tools

ZMA 2.0 introduces new channels like WhatsApp and engagement pop-ups, in addition to Email, SMS, and Social channels.

  • Email Campaigns: Enjoy a cleaner UI, advanced targeting options, versatile A/B testing, and simplified 'contact exclusion' criteria.
  • Social Media Campaigns: Now powered by Zoho Social, offering enhanced capabilities for platforms like Facebook, Twitter, LinkedIn, and Instagram.
  • SMS Campaigns: Revamped for hassle-free management.
  • WhatsApp Campaigns: Run targeted WhatsApp campaigns with native integration, improving customer reach.
  • Push Notifications (Upcoming): Web and App push notifications will be released soon, further enhancing customer reach.

Improved Reporting

Engagement reporting has been revamped for better data representation and performance tracking. Integration with Zoho Analytics for deeper insights is also now available.

Revamped Marketing Planner

The marketing planner now supports multi-plan creation, enhanced collaboration, progress tracking, and a Kanban view for intuitive organisation.

Simplified Journeys

Journeys have been streamlined with a simplified UI, live editing, contact re-enrollment, the new 'Xray' feature, and actionable reporting.

Enhanced Integrations

Integration flows have been improved for seamless data synchronisation with CRM, GoToWebinar, Zoho Webinar, Zoho Backstage, and Eventbrite.

Website Analytics

Simplified integration with advanced tracking and goal setting using Zoho Pagesense robust Web Analytics.

Advanced User Management

Customise user roles and permissions with new default roles and better privilege settings for improved collaboration and productivity.